Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Funds Undisc Mgrs Behav Value R6 Fund in their Schedule of Assets, totaling $751K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PATRICK SCHAUMBURG AUTOMOBILES, INC. PATRICK DEALER GROUP SAVINGS PLAN | SCHAUMBURG IL | 309 | $38.0M | $335K |
| 2 | ARMOR METAL GROUP, INC. ARMOR METAL GROUP, INC. PLAN AND TRUST | MASON OH | 320 | $17.5M | $334K |
| 3 | ACCESS VG LLC ACCESS VG LLC 401(K) PLAN |
SALT LAKE CITY UT |
| 88 |
| $13.1M |
| $82K |
